Hybrid Account Manager, Commercial Lending & SBA Solutions

Commercial Lenders of America; Chicago (IL); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Commercial Lenders of America seeks an Account Manager in the Greater Chicago Area with a hybrid work arrangement. You will manage a portfolio of commercial lending clients, acting as the main contact and ensuring a smooth loan process from needs assessment to funding.

You will coordinate documentation with underwriting and operations, track the pipeline, support bankers and referral partners, and look for opportunities to expand services while maintaining accurate CRM records.

Qualifications

• Experience managing client relationships in financial services, commercial lending, or banking.
• Strong account management skills: pipeline tracking, follow-up communication, and coordinating documentation and deadlines.
• Excellent written and verbal communication skills.
• Strong organizational and time management abilities; ability to handle multiple accounts and deadlines.
• Knowledge of commercial lending products (SBA, conventional, non-conventional) and basic credit concepts.
• Proficiency with CRM tools, spreadsheets, and standard office software.
• Bachelor’s degree in business, finance, economics, or related field, or equivalent professional experience.
• Prior SBA or commercial fallout loans experience is a plus; no-fee application familiarity is a plus.

Responsibilities

• Manage a portfolio of commercial lending clients and serve as the primary point of contact.
• Ensure a positive and efficient customer experience throughout the loan process.
• Evaluate client needs and coordinate loan documentation with underwriting and operations.
• Monitor loan pipeline status and communicate with bankers and referral partners.
• Identify opportunities for additional services and help resolve issues related to applications, approvals, and funding.
• Track and report client activity, maintain accurate CRM records, and collaborate with leadership to improve processes.

Skills

Client relationship management

Commercial lending

Pipeline tracking

Follow-up communication

Documentation coordination

Written communication

Verbal communication

Organizational skills

Time management

Multi-tasking

CRM tools

Education

Bachelor’s degree in business/finance/economics or related field

Tools

CRM tools

Spreadsheets

Office software

Job description

Commercial Lenders of America seeks an Account Manager in the Greater Chicago Area with a hybrid work arrangement. You will manage a portfolio of commercial lending clients, acting as the main contact and ensuring a smooth loan process from needs assessment to funding.

You will coordinate documentation with underwriting and operations, track the pipeline, support bankers and referral partners, and look for opportunities to expand services while maintaining accurate CRM records.